Pure Financial Advisors’s Citigroup C Stock Holding History

Pure Financial Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	10,242 +1,549	+18%	+$202K	0.02%	207
2026 Q1	$986K	Buy	8,693 +1,472	+20%	+$168K	0.01%	224
2025 Q4	$843K	Buy	7,221 +1,307	+22%	+$136K	0.01%	236
2025 Q3	$600K	Buy	5,914 +585	+11%	+$55.5K	0.01%	278
2025 Q2	$454K	Buy	+5,329	New	+$385K	0.01%	313

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pure Financial Advisors's C Position: Q2 2026 in Review

Pure Financial Advisors increased its Citigroup (C) stake by 18% in Q2 2026, buying an estimated $202K and bringing the position to 10,242 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #207.

Pure Financial Advisors first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

Pure Financial Advisors held 10,242 shares of Citigroup worth $1.43M as of Q2 2026.
Pure Financial Advisors bought 1,549 Citigroup shares in Q2 2026, an estimated $202K.
Citigroup made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #207 holding.
Pure Financial Advisors first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.